iShares 3-7 Year Treasury BoIEIETF
13F holders, Q2 2026 (June 30)823holders −15
67new positions
82sold out
4famous investors
$116.65avg. 13F price*
At the end of Q2 2026, 823 institutions reported holding iShares 3-7 Year Treasury Bo (IEI) in their 13F filings, down 15 from Q1 2026. 67 opened new positions and 82 sold out. The largest holders were JPMorgan Chase & Co. ($2.3B), Bank of America Corp. ($1.1B) and Captrust Financial Advisors ($803.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- iShares 3-7 Year Treasury Bo
- CUSIP
- 464288661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $89.7M |
| Exits | 82 | $309.5M |
All 13F filers, Q1 2026 → Q2 2026: 8,850,415 shares bought and 10,936,886 shares sold, net −2,086,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 823 holders
| JPMorgan Chase & Co. | 0.13% | Add +3.7% | 19,507,348 | $2.3B |
| Bank of America Corp. | 0.07% | Reduce -0.4% | 9,202,507 | $1.1B |
| Captrust Financial Advisors | 1.23% | Add +9.3% | 6,837,882 | $803.1M |
| Financial Engines Advisors L.L.C. | 0.90% | Add +2.3% | 4,330,638 | $508.6M |
| Invesco Ltd. | 0.04% | No change | 4,292,100 | $504.1M |
| Assetmark, Inc. | 0.80% | Add +17.5% | 3,939,898 | $462.7M |
| FMR LLC | 0.02% | Add +17.3% | 3,691,423 | $433.6M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -10.8% | 3,422,946 | $402.0M |
| Morgan Stanley | 0.02% | Add +5.8% | 3,020,689 | $354.8M |
| Ameriprise Financial Inc. | 0.07% | Add +1.4% | 2,885,340 | $338.8M |
| LPL Financial LLC | 0.07% | Reduce -4.4% | 2,616,581 | $307.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.75% | Add +5.5% | 2,445,430 | $287.9M |
| Wells Fargo & Company | 0.05% | Add +6.8% | 2,299,590 | $270.1M |
| Mariner, LLC | 0.26% | Add +6.1% | 2,161,388 | $253.9M |
| Stifel Financial Corp. | 0.21% | Reduce -10.7% | 2,147,348 | $252.2M |
| Cerity Partners LLC | 0.28% | Reduce -0.5% | 1,959,885 | $230.2M |
| UBS Group AG | 0.04% | Reduce -37.1% | 1,877,272 | $220.5M |
| Truist Financial Corp. | 0.26% | Reduce -6.3% | 1,870,174 | $219.7M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -7.3% | 1,709,213 | $200.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.7% | 1,567,393 | $184.1M |
| BlackRock, Inc. | 0.00% | Add +13.1% | 1,521,468 | $178.7M |
| Tanglewood Wealth Management, Inc. | 14.44% | Reduce -9.5% | 1,445,259 | $169.7M |
| Dynasty Wealth Management, LLC | 1.10% | Add +15.9% | 1,257,130 | $147.6M |
| Facet Wealth, Inc. | 2.04% | Add +15.5% | 1,212,867 | $142.5M |
| Creative Planning | 0.08% | Reduce -2.5% | 1,147,868 | $134.8M |
| WestEnd Advisors, LLC | 2.88% | Reduce -8.8% | 1,099,976 | $129.2M |
| Royal Bank of Canada | 0.02% | Reduce -6.4% | 1,041,493 | $122.3M |
| Focus Partners Wealth | 0.11% | Reduce -4.3% | 922,315 | $108.3M |
| Cetera Investment Advisers | 0.09% | Reduce -1.3% | 885,965 | $104.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 6.03% | Add +5.7% | 760,770 | $89.4M |
| Evergreen Capital Management LLC | 1.51% | Reduce -2.2% | 730,746 | $85.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.1% | 674,309 | $79.2M |
| Strategic Point Investment Advisors, LLC | 10.21% | Add +4.3% | 667,170 | $78.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.49% | Add +25.9% | 667,283 | $78.3M |
| Wit, LLC | 1.24% | Reduce -70.8% | 661,074 | $77.6M |
| Armstrong Advisory Group, Inc. | 4.70% | Reduce -39.4% | 657,428 | $77.2M |
| Citigroup Inc. | 0.04% | Add +1388.0% | 650,548 | $76.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.4% | 634,648 | $74.5M |
| OpenArc Corporate Advisory, LLC | 0.80% | Add +21.0% | 575,601 | $67.6M |
| Sagespring Wealth Partners, LLC | 0.97% | Add +10.2% | 536,921 | $63.1M |
| Clarity Financial LLC | 5.39% | Reduce -41.7% | 536,456 | $63.0M |
| Bank of New York Mellon Corp | 0.01% | Add +8.1% | 484,301 | $56.9M |
| Waverly Advisors, LLC | 0.32% | Add +2.9% | 468,365 | $55.0M |
| Victory Capital Management Inc. | 0.03% | Reduce -7.5% | 442,453 | $52.0M |
| OneDigital Investment Advisors LLC | 0.43% | Add +22.3% | 436,836 | $51.3M |
| Franklin Resources Inc. | 0.01% | Add +5.2% | 425,319 | $50.0M |
| Keybank National Association | 0.16% | Add +1.1% | 411,681 | $48.4M |
| TD Private Client Wealth LLC | 0.85% | Reduce -4.0% | 394,622 | $46.3M |
| NorthCoast Asset Management LLC | 1.00% | Reduce -1.1% | 386,170 | $45.4M |
| School Employees Retirement Board of Ohio | 16.00% | Add +79.4% | 378,065 | $44.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -1.4% | 364,950 | $42.9M |
| Willis Johnson & Associates, Inc. | 2.37% | Add +7.4% | 362,619 | $42.6M |
| Silicon Valley Capital Partners | 3.40% | Add +13.2% | 357,310 | $42.0M |
| Curi Capital, LLC | 0.63% | Reduce -16.1% | 346,292 | $40.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -30.4% | 340,394 | $40.0M |
| O'shaughnessy Asset Management, LLC | 0.18% | Add +2.0% | 325,845 | $38.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.9% | 311,526 | $36.6M |
| New Harbor Financial Group, LLC | 5.51% | Add +8.3% | 294,999 | $34.6M |
| Banco Santander, S.A. | 0.20% | Add +1.9% | 277,829 | $32.6M |
| Sollinda Capital Management LLC | 6.81% | Add +172.7% | 271,334 | $31.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.7% | 263,033 | $30.9M |
| Strategic Wealth Partners, Ltd. | 1.89% | Add +7.4% | 259,736 | $30.5M |
| Jones Financial Companies LLLP | 0.01% | Add +49.3% | 258,429 | $30.4M |
| MBL Wealth, LLC | 2.02% | Add +6.1% | 252,032 | $29.6M |
| Anchor Capital Advisors LLC | 0.83% | Add +11.1% | 252,001 | $29.6M |
| DT Investment Partners, LLC | 2.18% | Add +26.7% | 249,078 | $29.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -3.7% | 248,530 | $29.2M |
| 3EDGE Asset Management, LP | 1.28% | New | 244,355 | $28.7M |
| DDFG, Inc | 5.52% | Reduce -36.3% | 236,514 | $27.8M |
| Weaver Capital Management LLC | 6.05% | No change | 231,359 | $27.4M |
| Hoese & Co LLP | 17.29% | Add +0.3% | 226,598 | $26.6M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -1.8% | 218,204 | $25.6M |
| Jmac Enterprises LLC | 4.28% | Add +15.9% | 216,321 | $25.4M |
| MAI Capital Management | 0.09% | Add +170.3% | 211,581 | $24.9M |
| US Bancorp \de | 0.03% | Reduce -3.3% | 204,268 | $24.0M |
| Blueprint Investment Partners LLC | 1.99% | Reduce -41.7% | 203,485 | $23.9M |
| Allianz Asset Management GmbH | 0.02% | Reduce -32.4% | 195,400 | $22.9M |
| Ridgepath Capital Management LLC | 10.12% | Add +227.6% | 195,218 | $22.9M |
| First American Trust, FSB | 1.37% | Add +7.4% | 193,857 | $22.8M |
| Flow Traders U.S. LLC | 0.93% | Add +107.0% | 192,087 | $22.6M |
| Mirabaud & Cie SA | 8.88% | Reduce -0.1% | 188,424 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +19.0% | 215,347 | $21.8M |
| AE Wealth Management LLC | 0.10% | Reduce -4.7% | 183,643 | $21.6M |
| CVS HEALTH Corp | 9.54% | No change | 182,800 | $21.5M |
| Hantz Financial Services, Inc. | 0.29% | Reduce -20.1% | 181,640 | $21.3M |
| Independence Financial Advisors, LLC | 5.36% | Add +7.7% | 175,850 | $20.7M |
| Napier Financial, LLC | 4.24% | Add +2.2% | 173,124 | $20.3M |
| Axxcess Wealth Management, LLC | 0.31% | Add +347.8% | 168,029 | $19.7M |
| Haverford Trust Co | 0.17% | Add +1.8% | 165,380 | $19.4M |
| Susquehanna International Group, LLP | 0.02% | Add +311.3% | 158,986 | $18.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -8.2% | 158,124 | $18.6M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +58.5% | 156,603 | $18.4M |
| 1832 Asset Management L.P. | 0.02% | Add +6.3% | 154,848 | $18.2M |
| Canal Capital Management, LLC | 2.17% | Add +4.3% | 151,453 | $17.8M |
| ETF Portfolio Partners, Inc. | 4.19% | Add +9.1% | 150,016 | $17.6M |
| Foronjy Financial LLC | 6.24% | Add +5.3% | 144,494 | $17.0M |
| Bank of Montreal | 0.01% | Add +9.2% | 144,267 | $16.9M |
| Blueprint Financial Advisors LLC | 1.86% | Reduce -27.4% | 142,864 | $16.8M |
| Vectors Research Management, LLC | 4.31% | Add +0.0% | 140,476 | $16.5M |
| Global Trust Asset Management, LLC | 5.15% | Add +44.6% | 140,020 | $16.4M |
| Capital Investment Services of America, Inc. | 1.59% | Reduce -4.0% | 137,852 | $16.2M |
| Citizens Financial Group Inc. | 0.19% | Add +6.1% | 137,479 | $16.1M |
| MML Investors Services, LLC | 0.03% | Add +22.9% | 135,764 | $15.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +4.6% | 134,277 | $15.8M |
| Cascade Financial Partners, LLC | 1.36% | Add +19.7% | 133,496 | $15.7M |
| Diversify Advisory Services, LLC | 0.26% | New | 131,264 | $15.3M |
| Diversify Wealth Management, LLC | 0.26% | Add +8.0% | 131,264 | $15.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.5% | 129,160 | $15.2M |
| Gould Capital, LLC | 8.43% | Add +1.8% | 128,837 | $15.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -29.2% | 126,584 | $14.9M |
| Courier Capital LLC | 0.74% | Add +0.1% | 125,533 | $14.7M |
| Paulson Wealth Management Inc. | 3.09% | Add +8.1% | 123,856 | $14.5M |
| &partners | 0.06% | Add +1.9% | 122,794 | $14.4M |
| McKinley Carter Wealth Services, Inc. | 0.72% | Add +27.8% | 119,027 | $14.0M |
| Johnson Financial Group, Inc. | 0.46% | Reduce -6.5% | 118,951 | $14.0M |
| Cordoba Advisory Partners LLC | 2.92% | Add +1.1% | 117,308 | $13.8M |
| Rwa Wealth Partners, LLC | 0.13% | Reduce -13.2% | 111,464 | $13.1M |
| MBM Wealth Consultants, LLC | 2.52% | Add +19.2% | 111,055 | $13.0M |
| Bond & Devick Financial Network, Inc. | 3.20% | Add +0.7% | 110,728 | $13.0M |
| CFS Investment Advisory Services, LLC | 0.86% | Reduce -4.6% | 110,515 | $12.9M |
| M&T Bank Corp | 0.04% | Add +2.6% | 109,628 | $12.9M |
| Cabot Wealth Management Inc. | 1.28% | Reduce -61.5% | 107,436 | $12.6M |
| Eley Financial Management, Inc | 4.02% | Add +3.3% | 105,761 | $12.4M |
| Coldstream Capital Management Inc. | 0.16% | Reduce -9.9% | 105,612 | $12.4M |
| Woodmont Investment Counsel LLC | 0.68% | Reduce -4.8% | 105,563 | $12.4M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -2.5% | 104,170 | $12.2M |
| Private Advisor Group, LLC | 0.06% | Add +9.2% | 103,589 | $12.2M |
| Lido Advisors, LLC | 0.04% | Reduce -12.4% | 103,271 | $12.1M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +7.9% | 102,190 | $12.0M |
| TPG Financial Advisors, LLC | 3.53% | Add +46.2% | 100,695 | $11.8M |
| Criteria Caixa, S.A.U. | 49.70% | No change | 82,000 | $11.8M |
| Westview Management dba Westview Investment Advisors | 5.75% | Reduce -0.6% | 99,971 | $11.7M |
| Boltwood Capital Management | 2.69% | Add +1.9% | 99,909 | $11.7M |
| Austin Wealth Management, LLC | 2.47% | Add +3.3% | 99,892 | $11.7M |
| Hilton Capital Management, LLC | 0.79% | Add +1.6% | 98,765 | $11.6M |
| Wealthcare Capital Management LLC | 1.10% | Add +1.6% | 98,380 | $11.6M |
| D.A. Davidson & Co. | 0.06% | Reduce -18.6% | 97,102 | $11.4M |
| Leavell Investment Management, Inc. | 0.42% | Reduce -8.2% | 96,789 | $11.4M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -9.0% | 96,314 | $11.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +276.9% | 93,839 | $11.0M |
| First Financial Bank - Trust Division | 0.75% | Add +7.0% | 89,830 | $10.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +9.9% | 89,000 | $10.5M |
| Nations Financial Group Inc, /Ia/ | 0.50% | Add +15.3% | 88,452 | $10.4M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 87,298 | $10.3M |
| Premier Path Wealth Partners, LLC | 1.17% | Add +7.7% | 86,909 | $10.2M |
| Ritholtz Wealth Management | 0.15% | Add +0.8% | 85,601 | $10.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +19.5% | 85,431 | $10.0M |
| AmeriServ Wealth Advisors | 6.42% | Reduce -31.8% | 82,174 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -0.3% | 81,484 | $9.6M |
| Pinnacle Financial Partners, Inc. | 0.06% | Reduce -19.8% | 80,388 | $9.4M |
| Patten & Patten Inc. | 0.49% | Add +3.2% | 79,260 | $9.3M |
| Foundry Financial Group, Inc. | 3.95% | Add +9.1% | 77,844 | $9.1M |
| Community Trust & Investment Co. | 0.47% | Add +1.9% | 77,593 | $9.1M |
| Becker Capital Management Inc. | 0.24% | Add +5.4% | 75,523 | $8.9M |
| Renaissance Technologies | 0.01% | New | 75,500 | $8.9M |
| PFG Advisors | 0.45% | Reduce -49.2% | 75,241 | $8.8M |
| Wrapmanager Inc. | 2.77% | Add +2.3% | 75,233 | $8.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Reduce -22.0% | 72,420 | $8.5M |
| Fifth Third Bancorp | 0.01% | Reduce -7.8% | 71,780 | $8.4M |
| Midwest Professional Planners, LTD. | 1.65% | Add +6.6% | 71,494 | $8.4M |
| Keel Point, LLC | 0.49% | Reduce -14.6% | 70,762 | $8.3M |
| Summitpoint Capital Management | 8.60% | Add +50.4% | 67,929 | $8.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +8.9% | 66,441 | $7.8M |
| Benchmark Financial, LLC | 6.36% | Add +2.2% | 66,408 | $7.8M |
| 4J Wealth Management LLC | 3.78% | Add +13.4% | 65,537 | $7.7M |
| Whalen Wealth Management Inc. | 3.46% | Add +5.6% | 65,471 | $7.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.4% | 64,635 | $7.6M |
| Proathlete Wealth Management LLC | 1.87% | Reduce -1.7% | 64,292 | $7.6M |
| Procyon Advisors, LLC | 0.33% | Reduce -8.4% | 64,226 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +38.4% | 63,976 | $7.5M |
| Coastal Bridge Advisors, LLC | 0.46% | Reduce -5.6% | 63,668 | $7.5M |
| Global Retirement Partners, LLC | 0.11% | — | 63,435 | $7.5M |
| James Investment Research, Inc. | 0.75% | Add +3.4% | 63,232 | $7.4M |
| Altman Advisors, Inc. | 2.66% | Reduce -0.6% | 63,212 | $7.4M |
| Hilltop Holdings Inc. | 0.60% | Add +8.2% | 62,939 | $7.4M |
| Camden National Bank | 0.96% | Add +3.8% | 62,695 | $7.4M |
| Prospera Financial Services Inc | 0.11% | Add +11.4% | 61,597 | $7.2M |
| JPL Wealth Management, LLC | 1.44% | Add +3.5% | 61,566 | $7.2M |
| Philadelphia Investment Partners, LLC | 4.49% | Reduce -1.1% | 61,405 | $7.2M |
| Partners Capital Investment Group, LLP | 0.25% | Add +30.8% | 60,622 | $7.1M |
| Great Diamond Partners, LLC | 1.22% | Add +4.9% | 60,578 | $7.1M |
| Rinkey Investments | 1.65% | Reduce -41.3% | 59,819 | $7.0M |
| Rehmann Capital Advisory Group | 0.32% | Add +24.3% | 59,748 | $7.0M |
| Checchi Capital Advisers, LLC | 0.45% | Reduce -2.3% | 59,698 | $7.0M |
| Frontier Asset Management, LLC | 1.24% | Reduce -5.3% | 58,814 | $6.9M |
| DSG Capital Advisors, LLC | 0.97% | Add +17.6% | 58,746 | $6.9M |
| Centerline Wealth Advisors, LLC | 2.06% | Add +11.6% | 56,062 | $6.6M |
| MFA Wealth Services | 3.81% | Add +3.4% | 54,356 | $6.4M |
| InTrack Investment Management Inc | 3.14% | Add +7.0% | 54,004 | $6.3M |
| Benjamin Edwards Inc. | 0.06% | Reduce -84.3% | 53,583 | $6.3M |
| AMG National Trust Bank | 0.13% | Reduce -42.5% | 53,257 | $6.3M |
| DAVENPORT & Co LLC | 0.03% | Reduce -14.0% | 53,111 | $6.2M |
| Blue Fin Capital, Inc. | 0.89% | Add +2.3% | 52,614 | $6.2M |
| Transcend Capital Advisors, LLC | 0.40% | Reduce -20.6% | 50,001 | $5.9M |
| Values First Advisors, Inc. | 2.64% | Add +6.7% | 49,287 | $5.8M |
| Strategic Blueprint, LLC | 0.29% | Reduce -1.8% | 48,822 | $5.7M |
| Trilogy Capital Inc. | 0.22% | Add +0.5% | 48,757 | $5.7M |
| Columbia Bank | 1.28% | Reduce -39.5% | 48,433 | $5.7M |
| Bulltick Wealth Management, LLC | 1.14% | Add +14.8% | 47,547 | $5.6M |
| Tru Independence Asset Management 2, LLC | 2.99% | Add +1.7% | 46,974 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -13.7% | 46,875 | $5.5M |
| Semitam Bonam LLC | 4.04% | Add +3.4% | 46,825 | $5.5M |
| Tennessee Valley Asset Management Partners | 0.60% | Add +8.6% | 46,593 | $5.5M |
| CFO4Life Group, LLC | 0.73% | Reduce -4.6% | 46,421 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +4.6% | 46,167 | $5.4M |
| 1 North Wealth Services LLC | 1.76% | Add +4.8% | 45,734 | $5.4M |
| Compass Financial Group, Inc. (Ohio) | 3.51% | Add +1.5% | 44,738 | $5.3M |
| Veridan Wealth LLC | 1.83% | Add +119.6% | 44,643 | $5.2M |
| Larch Capital Partners LLC | 0.75% | Reduce -7.0% | 44,523 | $5.2M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -0.3% | 44,300 | $5.2M |
| Pinnacle Associates Ltd. | 0.06% | Add +2.8% | 44,234 | $5.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.10% | Reduce -1.1% | 44,164 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +63.2% | 44,088 | $5.2M |
| Acropolis Investment Management, LLC | 0.20% | Add +34.4% | 43,597 | $5.1M |
| Brookstone Capital Management | 0.05% | Add +5.8% | 43,354 | $5.1M |
| Financial Management Network Inc. | 0.73% | Reduce -8.7% | 43,349 | $5.1M |
| Storen Legacy Partners, LLC | 1.38% | Add +12.1% | 43,131 | $5.1M |
| Monument Capital Management | 1.01% | Add +9.8% | 42,857 | $5.0M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Add +1.0% | 42,777 | $5.0M |
| Atria Investments, Inc | 0.05% | Reduce -7.8% | 41,905 | $4.9M |
| Gladwyn Financial Advisors, Inc. | 3.03% | Add +7.0% | 41,197 | $4.8M |
| Center For Asset Management LLC | 2.15% | Add +14.2% | 41,175 | $4.8M |
| Daymark Wealth Partners, LLC | 0.12% | Add +246.3% | 40,339 | $4.7M |
| Unique Wealth, LLC | 0.54% | Add +16.7% | 39,646 | $4.7M |
| Gotham Asset Management | 0.01% | No change | 39,564 | $4.6M |
| Latko Wealth Management, Ltd. | 1.95% | Reduce -11.4% | 39,046 | $4.6M |
| Cascades Capital Asset Management, LLC | 1.70% | Reduce -0.8% | 38,812 | $4.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Add +2.3% | 38,652 | $4.5M |
| Clearstead Advisors, LLC | 0.04% | Reduce -6.4% | 38,602 | $4.5M |
| Advisory Services Network, LLC | 0.05% | Add +18.5% | 37,899 | $4.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.7% | 37,776 | $4.4M |
| Newport Capital Group, LLC | 2.45% | Add +14.5% | 37,196 | $4.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.73% | Reduce -1.1% | 36,995 | $4.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +28522.8% | 36,351 | $4.3M |
| IFP Advisors, Inc | 0.08% | Add +6.7% | 36,202 | $4.3M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -6.1% | 36,036 | $4.2M |
| IF Advisors, LLC | 2.77% | Add +12.0% | 35,882 | $4.2M |
| Shelton Wealth Management, LLC | 1.66% | Add +2.4% | 35,730 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +4.2% | 35,218 | $4.1M |
| Maltin Wealth Management, Inc. | 1.36% | Add +53.0% | 34,617 | $4.1M |
| Madison Asset Management, LLC | 0.05% | Reduce -7.6% | 34,571 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -10.8% | 34,459 | $4.0M |
| Vision Capital Management, Inc. | 0.46% | Add +8.4% | 34,064 | $4.0M |
| Private Advisory Group LLC | 0.22% | Add +10.3% | 34,026 | $4.0M |
| Mount Lucas Management LP | 1.42% | Reduce -21.3% | 34,011 | $4.0M |
| Pacific Park Financial, Inc. | 2.26% | Add +5.5% | 33,105 | $3.9M |
| Twin Focus Capital Partners, LLC | 0.40% | Add +20.3% | 33,080 | $3.9M |
| Ascent Group, LLC | 0.12% | Reduce -70.4% | 32,857 | $3.9M |
| Opus Capital Group, LLC | 0.36% | Reduce -5.5% | 31,887 | $3.7M |
| International Private Wealth Advisors LLC | 1.90% | Reduce -25.6% | 31,467 | $3.7M |
| EFG International AG | 0.07% | Reduce -5.1% | 31,334 | $3.7M |
| Gateway Wealth Partners, LLC | 0.22% | Add +7.9% | 30,998 | $3.6M |
| BayBridge Capital Group, LLC | 1.89% | Add +95.4% | 30,945 | $3.6M |
| Longview Financial Advisors LLC | 1.77% | Reduce -2.9% | 30,459 | $3.6M |
| Tranquilli Financial Advisor LLC | 1.92% | Add +17.5% | 30,408 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -93.3% | 30,170 | $3.5M |
| Entrewealth, LLC | 1.31% | Add +12.2% | 30,460 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +11.9% | 30,169 | $3.5M |
| Compound Planning, Inc. | 0.09% | Reduce -12.3% | 29,564 | $3.5M |
| Spartan Planning & Wealth Management | 2.31% | Reduce -60.6% | 29,542 | $3.5M |
| William Howard & Co Financial Advisors Inc | 2.67% | Add +0.1% | 29,180 | $3.4M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +6.7% | 28,927 | $3.4M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -73.5% | 28,709 | $3.4M |
| National Bank of Canada | 0.00% | Add +1.3% | 28,574 | $3.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -20.2% | 28,383 | $3.3M |
| Warner Financial, Inc. | 0.97% | Add +2.7% | 28,092 | $3.3M |
| Harbour Investments, Inc. | 0.04% | Add +4.2% | 28,041 | $3.3M |
| Blue Capital, Inc. | 2.09% | Add +5.2% | 28,003 | $3.3M |
| Savvy Advisors, Inc. | 0.07% | Add +2.1% | 27,965 | $3.3M |
| Heck Capital Advisors, LLC | 0.19% | Reduce -60.6% | 27,695 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 27,591 | $3.2M |
| Centennial Wealth Advisory LLC | 0.70% | Add +0.3% | 27,566 | $3.2M |
| ETF Store, Inc. | 2.65% | Reduce -3.1% | 26,986 | $3.2M |
| Crabel Capital Management, LLC | 2.30% | New | 26,797 | $3.1M |
| Fortune Financial Advisors, LLC | 1.34% | Add +1.0% | 26,577 | $3.1M |
| 49 Wealth Management, LLC | 0.59% | New | 26,529 | $3.1M |
| Alongside, LLC | 0.59% | — | 26,529 | $3.1M |
| CDKV Holdings LLC | 2.40% | Reduce -5.5% | 26,177 | $3.1M |
| One Day In July LLC | 0.21% | Add +5.9% | 25,936 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.2% | 25,898 | $3.0M |
| BNP Paribas | 0.08% | Add +17.9% | 25,420 | $3.0M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +5.8% | 25,327 | $3.0M |
| Arete Wealth Advisors, LLC | 0.20% | Add +11.1% | 25,282 | $3.0M |
| GeoWealth Management, LLC | 0.09% | Add +179.6% | 25,200 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.60% | Reduce -15.6% | 25,200 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +23.7% | 25,170 | $3.0M |
| Central Pacific Bank - Trust Division | 0.31% | No change | 25,015 | $2.9M |
| Endowment Wealth Management, Inc. | 1.13% | Add +0.7% | 24,794 | $2.9M |
| MMBG Investment Advisors Co. | 0.23% | Add +6.6% | 24,690 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.1% | 24,455 | $2.9M |
| Tidal Investments LLC | 0.01% | Reduce -35.6% | 24,336 | $2.9M |
| Chesley Taft & Associates LLC | 0.11% | Add +4.8% | 23,832 | $2.8M |
| Sequent Planning LLC | 0.59% | Add +6.2% | 23,358 | $2.7M |
| Magnus Financial Group LLC | 0.19% | Add +1.3% | 23,212 | $2.7M |
| Trajan Wealth LLC | 0.10% | Reduce -0.4% | 23,054 | $2.7M |
| Regatta Capital Group, LLC | 0.36% | Add +4.0% | 22,624 | $2.7M |
| Jacobi Capital Management LLC | 0.13% | Add +16.0% | 22,620 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -0.1% | 20,953 | $2.5M |
| Robinson Value Management, Ltd. | 1.33% | Reduce -1.6% | 21,083 | $2.5M |
| Surience Private Wealth LLC | 2.16% | Add +105.6% | 20,911 | $2.5M |
| Mfa Wealth Advisors, LLC | 0.41% | Add +20.4% | 20,701 | $2.4M |
| GMO | 0.01% | Reduce -23.7% | 20,588 | $2.4M |
| Mariner Investment Group LLC | 0.90% | Add +169.1% | 20,551 | $2.4M |
| PW Nova Financial Services LLC | 0.52% | New | 20,546 | $2.4M |
| GC Wealth Management RIA, LLC | 0.14% | New | 20,458 | $2.4M |
| Eagle Strategies LLC | 0.24% | Reduce -0.5% | 20,219 | $2.4M |
| HighPoint Advisor Group LLC | 0.08% | Add +20.6% | 20,218 | $2.4M |
| Fiduciary Financial Advisors | 0.24% | New | 19,977 | $2.3M |
| Laurel Oak Wealth Management, LLC | 0.34% | Reduce -19.0% | 19,905 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.8% | 19,900 | $2.3M |
| Aerodigm Wealth, LLC | 0.79% | Reduce -1.2% | 19,831 | $2.3M |
| Braeburn Wealth Management LLC | 1.00% | Add +1.7% | 19,831 | $2.3M |
| Bingham Private Wealth, LLC | 1.60% | Add +16.2% | 19,789 | $2.3M |
| Money Concepts Capital Corp. | 0.11% | Add +9.5% | 19,745 | $2.3M |
| Markin Asset Management, LP | 1.96% | Reduce -20.9% | 19,531 | $2.3M |
| MY Wealth Management Inc. | 1.61% | New | 19,443 | $2.3M |
| Maridea Wealth Management LLC | 0.25% | Add +37.6% | 19,399 | $2.3M |
| Aua Capital Management, LLC | 1.05% | Reduce -0.2% | 19,364 | $2.3M |
| Conning Inc. | 0.07% | No change | 19,236 | $2.3M |
| Strategic Investment Advisors / MI | 0.14% | Reduce -1.4% | 19,120 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -5.0% | 18,987 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -13.3% | 18,982 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.6% | 18,930 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +1.7% | 18,462 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +7.3% | 18,379 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Add +69.3% | 18,226 | $2.1M |
| Resonant Capital Advisors, LLC | 0.10% | No change | 18,225 | $2.1M |
| Stephens Inc. | 0.02% | Reduce -23.4% | 18,192 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.0% | 18,168 | $2.1M |
| PW Advisors, LLC \ FL | 1.38% | Add +4.8% | 17,556 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -3.5% | 17,400 | $2.0M |
| Regions Financial Corp. | 0.01% | Reduce -3.5% | 17,038 | $2.0M |
| Royal Fund Management, LLC | 0.16% | Add +7.7% | 16,768 | $2.0M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -1.0% | 16,510 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | New | 16,502 | $1.9M |
| Twele Capital Management, Inc. | 0.32% | Reduce -1.6% | 16,501 | $1.9M |
| Brian Low Financial Group, LLC | 1.11% | Add +10.9% | 16,185 | $1.9M |
| Proffitt & Goodson Inc. | 0.26% | Add +46.6% | 16,028 | $1.9M |
| Belleair Asset Management, LLC | 1.58% | Reduce -1.8% | 16,004 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +15.5% | 15,967 | $1.9M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -8.5% | 15,793 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Add +4.8% | 15,612 | $1.8M |
| Beacon Bank & Trust | 0.35% | Reduce -32.0% | 15,427 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Add +1.9% | 15,383 | $1.8M |
| RKL Wealth Management LLC | 0.14% | Reduce -5.3% | 15,146 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.1% | 15,092 | $1.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -28.7% | 14,986 | $1.8M |
| Paragon Capital Management Ltd | 0.33% | Reduce -1.2% | 14,900 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 14,752 | $1.7M |
| Two Sigma Securities, LLC | 0.15% | Reduce -34.8% | 14,577 | $1.7M |
| Waystone Advisors LLC | 1.28% | Add +47.3% | 14,572 | $1.7M |
| Israel Discount Bank of New York | 3.16% | Add +12.5% | 14,532 | $1.7M |
| Betterment LLC | 0.00% | Reduce -30.1% | 14,398 | $1.7M |
| Visionary Wealth Advisors | 0.06% | Reduce -42.5% | 13,916 | $1.6M |
| Entelevest, LLC | 1.43% | Add +6.6% | 13,910 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -8.4% | 13,886 | $1.6M |
| E&G Advisors, LLC | 0.30% | No change | 13,437 | $1.6M |
| Ogorek Anthony Joseph /NY/ | 0.39% | Add +0.7% | 13,434 | $1.6M |
| Rossby Financial, LCC | 0.29% | Add +141.3% | 13,361 | $1.6M |
| Burke & Herbert Bank & Trust Co. | 0.39% | Reduce -0.3% | 13,332 | $1.6M |
| Atwood & Palmer Inc. | 0.08% | Reduce -4.6% | 13,255 | $1.6M |
| Alliance Private Wealth, LLC | 0.54% | No change | 13,254 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -8.1% | 13,219 | $1.6M |
| Commerce Bank | 0.01% | Reduce -6.1% | 13,100 | $1.5M |
| Stronghold Wealth Management L.L.C. | 2.06% | Add +0.7% | 13,098 | $1.5M |
| Thor Trading Advisors, LLC | 0.48% | New | 13,050 | $1.5M |
| Generation Capital Management LLC | 0.93% | Reduce -3.5% | 12,916 | $1.5M |
| Avestar Capital, LLC | 0.09% | Add +161.6% | 12,865 | $1.5M |
| SummitTX Capital, L.P. | 0.04% | Reduce -79.8% | 12,751 | $1.5M |
| Welch Group, LLC | 0.05% | Add +0.9% | 12,500 | $1.5M |
| PKS Advisory Services, LLC | 0.23% | Add +16.4% | 12,431 | $1.5M |
| Nicolet Bankshares Inc. | 0.05% | Add +256.5% | 12,423 | $1.5M |
| Greenspring Advisors, LLC | 0.08% | Reduce -3.3% | 12,314 | $1.4M |
| Verger Capital Management LLC | 0.42% | Reduce -6.9% | 12,101 | $1.4M |
| Tred Avon Family Wealth, LLC | 0.44% | Add +12.9% | 12,099 | $1.4M |
| Fisher Asset Management | 0.00% | Add +5.4% | 12,028 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.10% | Reduce -1.1% | 11,972 | $1.4M |
| Cogent Strategic Wealth LLC | 1.34% | No change | 11,959 | $1.4M |
| Nolet Wealth Management, LLC | 0.77% | No change | 11,862 | $1.4M |
| Nwam LLC | 0.07% | Reduce -1.0% | 11,716 | $1.4M |
| WNY Asset Management, LLC | 0.12% | Reduce -2.7% | 11,682 | $1.4M |
| Legacy Private Trust Co. | 0.08% | Add +6.4% | 11,650 | $1.4M |
| First National Bank of Omaha | 0.04% | Reduce -1.6% | 11,610 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +3.0% | 11,342 | $1.3M |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -37.1% | 11,313 | $1.3M |
| SevenBridge Financial Group, LLC | 0.20% | Reduce -24.7% | 11,376 | $1.3M |
| HCR Wealth Advisors | 0.12% | Add +0.8% | 11,235 | $1.3M |
| Summit Financial, LLC | 0.01% | Add +18.0% | 11,213 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -4.8% | 11,083 | $1.3M |
| Sanchez Gaunt Capital Management, LLC | 0.73% | Add +21.7% | 11,074 | $1.3M |
| Western Wealth Management, LLC | 0.04% | Add +21.4% | 11,004 | $1.3M |
| LightSquare Wealth Management, LLC | 0.87% | Reduce -6.7% | 10,714 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.7% | 10,689 | $1.3M |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -7.3% | 10,533 | $1.2M |
| TFB Advisors LLC | 0.54% | Add +13.6% | 10,504 | $1.2M |
| Montecito Bank & Trust | 0.18% | Add +16.5% | 10,325 | $1.2M |
| West Michigan Advisors, LLC | 0.23% | Add +60.6% | 10,217 | $1.2M |
| Oak Grove Capital LLC | 0.09% | Reduce -54.3% | 10,200 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +0.3% | 10,063 | $1.2M |
| HBE Wealth Management, LLC | 0.85% | Add +2.8% | 10,027 | $1.2M |
| Cadinha & Co. LLC | 0.17% | New | 9,968 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | Reduce -0.1% | 9,893 | $1.2M |
| FLP Wealth Management, LLC | 2.04% | Add +1.5% | 9,758 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -13.1% | 9,751 | $1.1M |
| NDWM LLC | 0.67% | Add +156.2% | 9,646 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 9,485 | $1.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 0.89% | Add +4.9% | 9,440 | $1.1M |
| Core Wealth Partners LLC | 0.47% | Add +2.1% | 9,402 | $1.1M |
| Stelac Advisory Services LLC | 0.20% | Add +29.4% | 9,347 | $1.1M |
| Martin Capital Partners, LLC | 0.40% | Reduce -3.7% | 9,331 | $1.1M |
| Pacific Financial Group Inc. | 0.50% | Add +10.1% | 8,944 | $1.1M |
| AlTi Global, Inc. | 0.02% | No change | 8,788 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.37% | Add +17.0% | 8,735 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -26.7% | 8,723 | $1.0M |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.5% | 8,630 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 8,502 | $999K |
| Emprise Bank | 0.37% | No change | 8,490 | $997K |
| Founders Grove Wealth Partners, LLC | 0.20% | Reduce -36.5% | 8,452 | $993K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | New | 8,251 | $969K |
| Timber Creek Capital Management LLC | 0.20% | Add +5.8% | 8,248 | $969K |
| Compass Financial Management LLC | 0.12% | — | 8,179 | $961K |
| Composition Wealth, LLC | 0.01% | Reduce -25.3% | 8,143 | $956K |
| Simplicity Wealth,LLC | 0.03% | Reduce -15.7% | 8,122 | $954K |
| Roehl & Yi Investment Advisors, LLC | 0.31% | New | 943,948 | $944K |
| Lazard Asset Management LLC | 0.00% | No change | 8,028 | $943K |
| Strathmore Capital Advisors, Inc. | 0.25% | Reduce -2.7% | 8,078 | $941K |
| Independent Financial Group, LLC | 0.02% | Reduce -27.3% | 8,012 | $941K |
| Camarda Financial Advisors, LLC | 0.28% | Add +9.0% | 7,993 | $939K |
| GenWealth Group, Inc. | 0.15% | No change | 7,971 | $936K |
| Silvia McColl Wealth Management, LLC | 0.56% | Reduce -1.9% | 7,928 | $931K |
| J.M. Arbour, LLC | 0.80% | Add +45.7% | 7,894 | $927K |
| Asempa Wealth Advisors | 0.71% | Add +0.9% | 7,881 | $926K |
| Krilogy Financial LLC | 0.03% | Reduce -8.7% | 7,872 | $925K |
| Hudson Portfolio Management LLC | 0.69% | Reduce -6.6% | 7,781 | $914K |
| Parker Financial LLC | 0.33% | Add +1.6% | 7,767 | $912K |
| Edge Wealth Management LLC | 0.15% | Reduce -0.6% | 7,750 | $910K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +390.5% | 7,691 | $903K |
| Whittier Trust Co. | 0.01% | Reduce -3.0% | 7,700 | $902K |
| Conrad Siegel Investment Advisors, Inc. | 0.15% | Add +0.9% | 7,661 | $900K |
| Peak Asset Management, LLC | 0.13% | Reduce -0.5% | 7,659 | $900K |
| ABLE Financial Group, LLC | 0.15% | No change | 7,632 | $896K |
| BSW Wealth Partners | 0.10% | Add +32.8% | 7,620 | $895K |
| Upper Left Wealth Management, LLC | 0.50% | Reduce -3.0% | 7,612 | $894K |
| Koa Wealth Management, LLC | 0.60% | Reduce -6.1% | 7,561 | $888K |
| Blair William & Co. | 0.00% | Add +36.1% | 7,468 | $877K |
| Klaas Financial Asset Advisors, LLC | 0.11% | Reduce -65.0% | 7,459 | $876K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.3% | 7,395 | $869K |
| Alaska Permanent Capital Management, LLC | 0.06% | New | 7,328 | $861K |
| Moulton Wealth Management, Inc. | 0.57% | Reduce -57.8% | 7,346 | $860K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.1% | 7,314 | $859K |
| Mgo One Seven LLC | 0.01% | Reduce -1.7% | 7,284 | $855K |
| F/m Investments LLC | 0.04% | Reduce -5.1% | 7,222 | $848K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -12.8% | 7,196 | $845K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.6% | 7,114 | $836K |
| Patten Group, Inc. | 0.13% | Add +0.2% | 7,083 | $832K |
| Insigneo Advisory Services, LLC | 0.03% | Add +12.7% | 6,995 | $822K |
| Apella Capital, LLC | 0.01% | No change | 7,020 | $820K |
| Iams Wealth Management, LLC | 0.25% | Reduce -3.6% | 6,944 | $816K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +12.3% | 6,806 | $799K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +12.3% | 6,806 | $799K |
| Rockland Trust Co. | 0.03% | Reduce -2.3% | 6,702 | $787K |
| Simplex Trading, LLC | 0.02% | Reduce -53.6% | 6,643 | $780K |
| Valmark Advisers, Inc. | 0.01% | Add +0.4% | 6,595 | $775K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +11.4% | 6,264 | $736K |
| Columbus Macro, LLC | 0.07% | Reduce -2.6% | 6,239 | $733K |
| Choreo, LLC | 0.01% | Reduce -0.9% | 6,179 | $726K |
| Summa Corp. | 0.23% | Reduce -25.5% | 6,170 | $725K |
| Cerity Partners Retirement Plan Advisors LLC | 0.30% | Add +19.8% | 6,150 | $722K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 6,044 | $710K |
| Fairvoy Private Wealth, LLC | 0.14% | Add +4.9% | 6,017 | $707K |
| MorganRosel Wealth Management, LLC | 0.23% | Add +9.6% | 5,863 | $689K |
| Principal Securities, Inc. | 0.01% | Reduce -3.0% | 5,856 | $688K |
| Gambit Capital Management, LLC | 0.39% | Add +126.5% | 5,682 | $667K |
| Argent Advisors, Inc. | 0.16% | Add +5.2% | 5,600 | $658K |
| Kovack Advisors, Inc. | 0.03% | Reduce -41.7% | 5,568 | $653K |
| Waterloo Capital, L.P. | 0.04% | Reduce -25.5% | 5,474 | $643K |
| CoreCap Advisors, LLC | 0.02% | Reduce -6.1% | 5,472 | $643K |
| Argus Investors' Counsel, Inc. | 0.48% | Add +1.8% | 5,338 | $627K |
| Maseco LLP | 0.02% | No change | 5,328 | $626K |
| HORAN Wealth, LLC | 0.08% | Reduce -33.0% | 5,322 | $625K |
| Noble Family Wealth, LLC | 0.11% | No change | 5,308 | $623K |
| Huntington National Bank | 0.00% | Add +8.3% | 5,263 | $618K |
| Bangor Savings Bank | 0.05% | Reduce -10.9% | 5,227 | $614K |
| AlphaCentric Advisors LLC | 0.52% | Reduce -20.0% | 5,214 | $612K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 5,071 | $601K |
| L.K. Benson & Company, P.C. | 0.18% | New | 5,104 | $599K |
| Capital Investment Counsel, LLC | 0.07% | Reduce -24.5% | 5,043 | $592K |
| Thompson David Blair | 0.30% | Reduce -67.5% | 5,042 | $592K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +22.4% | 5,020 | $590K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -2.0% | 4,843 | $569K |
| Sfmg, LLC | 0.03% | Reduce -12.8% | 4,835 | $568K |
| Investment Research Partners LLC | 0.19% | New | 4,734 | $556K |
| Midwest Trust Co | 0.01% | No change | 4,718 | $554K |
| CVA Family Office, LLC | 0.05% | Reduce -11.8% | 4,711 | $553K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -61.4% | 4,698 | $552K |
| Potomac Fund Management Inc. | 0.01% | Reduce -3.2% | 4,659 | $547K |
| Private Trust Co. NA | 0.04% | Reduce -30.4% | 4,590 | $539K |
| Argyle Capital Partners, LLC | 0.34% | Reduce -14.4% | 4,569 | $537K |
| RMR Wealth Builders | 0.03% | No change | 4,500 | $529K |
| Asset One Wealth Management LLC | 0.06% | Reduce -8.3% | 4,509 | $527K |
| GTS Securities LLC | 0.01% | New | 4,458 | $524K |
| Arrien Investments, Inc. | 0.26% | Add +63.8% | 4,443 | $522K |
| Banque Pictet & Cie SA | 0.01% | No change | 4,324 | $508K |
| Asset Management One Co., Ltd. | 0.00% | New | 4,322 | $508K |
| Crewe Advisors LLC | 0.04% | Add +0.9% | 4,319 | $507K |
| Obermeyer Wealth Partners | 0.02% | Reduce -2.8% | 4,316 | $507K |
| Deutsche Bank AG | 0.00% | No change | 4,295 | $504K |
| Faithward Advisors, LLC | 0.06% | Reduce -1.7% | 4,292 | $504K |
| RFG Advisory, LLC | 0.01% | Reduce -37.6% | 4,290 | $504K |
| Woodward Diversified Capital, LLC | 0.22% | Reduce -1.7% | 4,275 | $502K |
| CogentBlue Wealth Advisors, LLC | 0.28% | Reduce -3.6% | 4,232 | $497K |
| Rede Wealth, LLC | 0.16% | Add +11.6% | 4,180 | $491K |
| Robinswood Financial LLC | 0.14% | Reduce -5.3% | 4,155 | $488K |
| Cambiar Investors LLC | 0.02% | No change | 4,139 | $486K |
| Savant Capital, LLC | 0.00% | Add +8.0% | 4,114 | $483K |
| Meitav Investment House Ltd. | 0.00% | New | 4,038 | $473K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.6% | 4,006 | $470K |
| PFG Investments, LLC | 0.02% | Add +5.7% | 3,920 | $460K |
| Oxbow Advisors, LLC | 0.04% | Add +10.0% | 3,908 | $459K |
| High Probability Advisors, LLC | 0.05% | Add +0.6% | 3,902 | $458K |
| Stephens Group Asset Management, LLC | 0.03% | Reduce -14.6% | 3,878 | $455K |
| JGP Wealth Management, LLC | 0.04% | Add +2.4% | 3,877 | $455K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -10.5% | 3,868 | $454K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.0% | 3,813 | $448K |
| Mather Group, Llc. | 0.00% | Reduce -27.7% | 3,792 | $445K |
| Arkansas Financial Group, Inc. | 0.06% | No change | 3,733 | $438K |
| Element Wealth, LLC | 0.16% | Reduce -1.1% | 3,726 | $438K |
| Kelly Financial Group LLC | 0.10% | Reduce -5.1% | 3,715 | $436K |
| Carl P. Sherr & Co., LLC | 0.18% | Add +3.5% | 3,706 | $435K |
| Dana Investment Advisors, Inc. | 0.01% | Add +0.2% | 3,701 | $435K |
| Nuveen, LLC | 0.00% | New | 3,700 | $434K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -14.6% | 3,676 | $432K |
| Cibc World Market Inc. | 0.00% | Reduce -5.6% | 3,674 | $432K |
| Sierra Capital LLC | 0.04% | New | 3,659 | $430K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -6.9% | 3,652 | $429K |
| StoryOne LLC | 0.20% | Add +0.0% | 3,651 | $429K |
| Phoenix Financial Ltd. | 0.00% | No change | 3,649 | $429K |
| Zevin Asset Management LLC | 0.06% | Reduce -5.3% | 3,642 | $428K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.1% | 3,623 | $426K |
| Vise Technologies, Inc. | 0.00% | Add +18.9% | 3,590 | $422K |
| John W. Brooker & Co., CPAs | 0.51% | Add +22.4% | 3,578 | $420K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,556 | $418K |
| JDM Financial Group LLC | 0.14% | Reduce -39.3% | 3,552 | $417K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -76.5% | 3,531 | $416K |
| Ethos Financial Group, LLC | 0.03% | Reduce -18.4% | 3,560 | $415K |
| Obsido Oy | 0.22% | No change | 3,517 | $413K |
| Belpointe Asset Management LLC | 0.01% | Add +2.3% | 3,500 | $411K |
| HSBC Holdings PLC | 0.00% | Add +3.2% | 3,476 | $408K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -3.0% | 3,430 | $403K |
| Maxele Advisors, LLC | 0.28% | — | 3,427 | $402K |
| NBT Bank, N.A. | 0.03% | No change | 3,350 | $393K |
| Firestone Capital Management | 0.07% | Reduce -20.3% | 3,338 | $392K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -0.2% | 3,326 | $391K |
| Fortis Group Advisors, LLC | 0.06% | Reduce -4.0% | 3,274 | $385K |
| Forte Asset Management LLC | 0.16% | No change | 3,250 | $382K |
| Aries Wealth Management | 0.07% | No change | 3,238 | $380K |
| Allie Family Office LLC | 0.14% | New | 3,199 | $376K |
| Arkadios Wealth Advisors | 0.01% | Reduce -18.1% | 3,179 | $373K |
| Bar Harbor Wealth Management | 0.02% | Reduce -2.5% | 3,163 | $371K |
| WBH Advisory Inc. | 0.02% | No change | 3,099 | $364K |
| WestHill Financial Advisors, Inc. | 0.06% | No change | 3,094 | $363K |
| Balboa Wealth Partners | 0.05% | Add +5.6% | 3,088 | $363K |
| Redwood Investment Management, LLC | 0.04% | Reduce -20.7% | 3,084 | $362K |
| Genesis Wealth Advisors, LLC | 0.22% | No change | 3,078 | $362K |
| D L Carlson Investment Group Inc. | 0.06% | Reduce -0.1% | 3,058 | $359K |
| First United Bank & Trust | 0.10% | Reduce -14.9% | 2,999 | $352K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,995 | $352K |
| Blalock Williams, LLC | 0.23% | Reduce -1.9% | 2,971 | $349K |
| Members Trust Co | 0.01% | Reduce -1.7% | 2,963 | $348K |
| United Asset Strategies, Inc. | 0.02% | Add +21.0% | 2,954 | $347K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -17.1% | 2,948 | $346K |
| Blue Edge Capital, LLC | 0.04% | Reduce -0.1% | 2,921 | $343K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Reduce -22.0% | 2,897 | $340K |
| Tempo Wealth, LLC | 0.05% | Add +0.9% | 2,892 | $340K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +4.7% | 2,889 | $339K |
| Mittelman Wealth Management | 0.22% | Add +5.8% | 2,859 | $339K |
| Charles Schwab Trust Co | 0.02% | Add +4.9% | 2,865 | $336K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -2.0% | 2,859 | $336K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,849 | $335K |
| West Paces Advisors Inc. | 0.06% | Reduce -32.9% | 2,842 | $334K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -16.5% | 2,830 | $332K |
| Oath Planning, LLC | 0.24% | Add +0.9% | 2,798 | $329K |
| Mosaic Financial Group, LLC | 0.21% | Add +0.5% | 2,790 | $328K |
| TopTier Wealth Management, LLC | 0.20% | Add +0.4% | 2,788 | $327K |
| Petra Financial Advisors Inc. | 0.15% | Add +0.4% | 2,770 | $325K |
| Tsfg, LLC | 0.04% | Add +0.9% | 2,754 | $323K |
| Idaho Trust Co | 0.09% | New | 2,745 | $322K |
| IMA Advisory Services, Inc. | 0.02% | Reduce -43.9% | 2,740 | $322K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -1.9% | 2,666 | $313K |
| Range Advisory, LLC | 0.04% | New | 2,660 | $312K |
| Fiducient Advisors LLC | 0.04% | No change | 2,626 | $308K |
| Stablepoint Partners, LLC | 0.04% | Add +0.8% | 2,610 | $307K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -0.7% | 2,595 | $305K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.9% | 2,576 | $303K |
| Kelly Financial Services LLC | 0.06% | Reduce -51.9% | 2,569 | $302K |
| Busey Bank | 0.01% | Reduce -0.1% | 2,563 | $301K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -46.5% | 2,558 | $300K |
| Steinberganna Wealth Management | 0.12% | Add +0.4% | 2,546 | $299K |
| Riggs Asset Managment Co. Inc. | 0.05% | Reduce -15.7% | 2,506 | $294K |
| SkyView Investment Advisors, LLC | 0.23% | Reduce -99.1% | 2,500 | $294K |
| Invested Advisors | 0.26% | New | 2,502 | $294K |
| DV Trading LLC | 0.02% | New | 2,500 | $294K |
| Brightwater Advisory LLC | 0.19% | Reduce -1.7% | 2,494 | $293K |
| Portfolio Resources Advisor Group, Inc. | 0.25% | Reduce -4.7% | 2,493 | $293K |
| Ieq Capital, LLC | 0.00% | Reduce -39.4% | 2,467 | $290K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +2.5% | 2,460 | $289K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -5.4% | 2,422 | $284K |
| Sachem Hill LLC | 0.05% | Reduce -18.1% | 2,415 | $284K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +16.9% | 2,403 | $282K |
| Wealthquest Corp | 0.02% | Add +11.9% | 2,390 | $281K |
| Meadowbrook Wealth Management, LLC | 0.30% | No change | 2,387 | $280K |
| Avail Investment Partners, LLC | 0.21% | New | 2,355 | $277K |
| Value Partners Investments Inc. | 0.02% | Reduce -9.8% | 2,350 | $276K |
| Wealth Advisory Solutions, LLC | 0.06% | No change | 2,333 | $274K |
| Turim 21 Investimentos Ltda. | 0.04% | No change | 2,335 | $273K |
| Rothschild Wealth LLC | 0.02% | No change | 2,315 | $272K |
| BAM Wealth Management, LLC | 0.17% | Reduce -1.6% | 2,312 | $272K |
| CIBC Bancorp USA Inc. | 0.00% | Add +7.2% | 2,310 | $271K |
| Viewpoint Investment Partners Corp. | 0.09% | No change | 2,300 | $270K |
| Integrity Alliance, Llc. | 0.01% | Reduce -2.9% | 2,246 | $264K |
| Montag A & Associates Inc. | 0.01% | Reduce -16.2% | 2,243 | $263K |
| Alhambra Investment Management LLC | 0.11% | Reduce -28.7% | 2,241 | $263K |
| Capital Analysts, LLC | 0.01% | Add +29.7% | 2,221 | $261K |
| HUB Investment Partners, LLC | 0.00% | Add +28.9% | 2,215 | $260K |
| Everstar Asset Management, LLC | 0.13% | Reduce -97.2% | 2,211 | $260K |
| Capstone Wealth Management, LLC | 0.12% | Reduce -10.5% | 2,209 | $259K |
| Park Avenue Securities LLC | 0.00% | Reduce -75.5% | 2,207 | $259K |
| NorthRock Partners, LLC | 0.00% | Add +1.8% | 2,186 | $257K |
| Chemistry Wealth Management LLC | 0.04% | Reduce -6.1% | 2,182 | $256K |
| SouthState Bank Corp | 0.01% | Reduce -1.0% | 2,175 | $255K |
| Rathbones Group PLC | 0.00% | No change | 2,161 | $254K |
| Ssa Swiss Advisors AG | 0.09% | No change | 2,154 | $253K |
| VestGen Advisors, LLC | 0.01% | Add +8.3% | 2,144 | $252K |
| Concord Wealth Partners | 0.03% | Reduce -92.0% | 2,132 | $250K |
| Flagstar Securities, Inc. | 0.07% | Add +7.5% | 2,102 | $247K |
| My Personal CFO, LLC | 0.10% | No change | 2,096 | $246K |
| A4 Wealth Advisors LLC | 0.17% | New | 2,087 | $245K |
| Centaurus Financial, Inc. | 0.01% | Reduce -31.7% | 2,088 | $245K |
| Accurate Wealth Management, LLC | 0.02% | Reduce -1.8% | 2,090 | $244K |
| Avalon Advisory Group | 0.09% | New | 2,072 | $243K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -3.7% | 2,047 | $240K |
| Flagstone Financial Management | 0.05% | No change | 2,042 | $240K |
| Tobias Financial Advisors, Inc. | 0.03% | No change | 2,037 | $239K |
| Kastel Capital Advisors, LLC | 0.15% | Reduce -0.7% | 1,997 | $237K |
| United Advisor Group, LLC | 0.03% | Add +2.5% | 2,015 | $237K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Reduce -52.9% | 2,013 | $236K |
| Guidance Capital, Inc. | 0.05% | No change | 2,019 | $236K |
| ASL Financial, LLC | 0.16% | No change | 1,993 | $234K |
| King Wealth Management Group | 0.03% | Reduce -1.4% | 1,978 | $232K |
| Dopkins Wealth Management, LLC | 0.08% | No change | 1,943 | $228K |
| Caldwell Sutter Capital, Inc. | 0.09% | Reduce -16.3% | 1,931 | $227K |
| Five Pine Wealth Management | 0.13% | Reduce -4.0% | 1,919 | $225K |
| HB Wealth Management, LLC | 0.00% | New | 1,911 | $224K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.4% | 1,909 | $224K |
| Sather Financial Group Inc | 0.01% | No change | 1,898 | $223K |
| Brighton Jones LLC | 0.00% | New | 1,883 | $221K |
| Mullooly Asset Management, Inc. | 0.07% | New | 1,870 | $220K |
| Claro Advisors Inc. | 0.02% | Reduce -54.9% | 1,869 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 1,829 | $215K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +0.1% | 1,812 | $213K |
| Frederick Financial Consultants, LLC | 0.09% | Reduce -22.5% | 1,771 | $208K |
| Ellenbecker Investment Group | 0.02% | New | 1,769 | $208K |
| World Equity Group, Inc. | 0.05% | New | 1,760 | $207K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,760 | $207K |
| JCIC Asset Management Inc. | 0.06% | No change | 1,715 | $203K |
| Quotient Wealth Partners, LLC | 0.00% | New | 1,731 | $203K |
| Retirement Planning Group, LLC | 0.01% | New | 1,727 | $203K |
| Bright Futures Wealth Management, LLC. | 0.13% | Reduce -10.2% | 1,726 | $203K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.6% | 1,724 | $203K |
| Balefire, LLC | 0.03% | Reduce -2.4% | 1,722 | $202K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +0.1% | 1,720 | $202K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -8.6% | 1,718 | $202K |
| Platform Technology Partners | 0.03% | New | 1,717 | $202K |
| Dakota Wealth Management | 0.00% | No change | 1,716 | $202K |
| Hardin Capital Partners, LLC | 0.09% | No change | 1,713 | $201K |
| Successful Portfolios LLC | 0.09% | No change | 1,716 | $200K |
| Logan Capital Management Inc. | 0.01% | — | 1,704 | $200K |
| Bfsg, LLC | 0.02% | Reduce -31.9% | 1,678 | $197K |
| Investors Research Corp | 0.03% | Add +4.5% | 1,636 | $192K |
| Darwin Wealth Management, LLC | 0.05% | Reduce -0.7% | 1,599 | $188K |
| Wolff Wiese Magana LLC | 0.09% | No change | 1,578 | $185K |
| Canton Hathaway, LLC | 0.04% | New | 1,571 | $185K |
| Creative Financial Designs Inc. | 0.01% | Add +19.4% | 1,496 | $176K |
| Mascoma Wealth Management LLC | 0.03% | Add +1234.0% | 1,414 | $166K |
| Morton Brown Family Wealth, LLC | 0.03% | Reduce -11.7% | 1,298 | $152K |
| Y.D. More Investments Ltd | 0.00% | Reduce -11.3% | 1,250 | $147K |
| GHP Investment Advisors, Inc. | 0.00% | Add +9.1% | 1,143 | $134K |
| CNB Bank | 0.05% | No change | 1,113 | $131K |
| IFG Advisory, LLC | 0.00% | New | 1,078 | $127K |
| Continuum Advisory, LLC | 0.01% | New | 1,045 | $123K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 988 | $116K |
| AlphaCore Capital LLC | 0.00% | Add +230.9% | 900 | $106K |
| Ancora Advisors LLC | 0.00% | Reduce -33.2% | 888 | $104K |
| Eastern Bank | 0.00% | No change | 870 | $102K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 849 | $100K |
| 1620 Investment Advisors, Inc. | 0.06% | Reduce -1.1% | 821 | $96K |
| Smartleaf Asset Management LLC | 0.00% | No change | 816 | $96K |
| Cornerstone Planning Group LLC | 0.01% | Add +7.8% | 825 | $96K |
| St Germain D J Co. Inc. | 0.00% | Reduce -41.2% | 808 | $95K |
| Elevated Capital Advisors, LLC | 0.03% | No change | 798 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -11.3% | 786 | $92K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +5.1% | 779 | $91K |
| Brown Brothers Harriman & Co. | 0.00% | New | 757 | $89K |
| Kiker Wealth Management, LLC | 0.03% | Add +222.4% | 748 | $88K |
| Boreal Capital Management LLC | 0.08% | New | 744 | $87K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +3.3% | 725 | $85K |
| Triumph Capital Management | 0.02% | Add +5.3% | 719 | $84K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 712 | $84K |
| MCF Advisors LLC | 0.00% | No change | 704 | $83K |
| Trust Co. of Vermont | 0.00% | — | 650 | $76K |
| International Assets Investment Management, LLC | 0.00% | Reduce -21.9% | 608 | $71K |
| Gen-Wealth Partners Inc | 0.02% | Add +1.9% | 604 | $71K |
| Arax Advisory Partners | 0.00% | Add +122.1% | 604 | $71K |
| Nemes Rush Group LLC | 0.01% | Add +0.9% | 588 | $69K |
| Webster Bank, N. A. | 0.01% | Reduce -60.9% | 587 | $69K |
| Blue Trust, Inc. | 0.00% | Reduce -63.5% | 553 | $65K |
| Wellington-Altus USA Inc. | 0.04% | No change | 525 | $62K |
| Highline Wealth Partners LLC | 0.01% | Reduce -0.2% | 500 | $59K |
| SHP Wealth Management | 0.00% | Reduce -42.0% | 491 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 477 | $56K |
| BankChampaign, National Association | 0.04% | No change | 455 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 455 | $53K |
| Ares Financial Consulting, LLC | 0.03% | No change | 414 | $49K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +48.0% | 404 | $48K |
| Hanson & Doremus Investment Management | 0.00% | No change | 365 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +212.8% | 366 | $43K |
| WealthShield Partners, LLC | 0.01% | Reduce -1.4% | 355 | $42K |
| Pioneer Family Office, LLC | 0.02% | New | 347 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 343 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.3% | 317 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 307 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 303 | $36K |
| Bravera Wealth | 0.01% | Reduce -36.0% | 302 | $35K |
| Crews Bank & Trust | 0.00% | Reduce -61.9% | 290 | $34K |
| Cape Investment Advisory, Inc. | 0.01% | New | 280 | $33K |
| Forum Finance Group S.A. | 0.01% | Reduce -82.0% | 325 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 260 | $31K |
| Howe & Rusling Inc. | 0.00% | Add +19.0% | 251 | $29K |
| Vanguard Advisers Inc. | 0.00% | No change | 250 | $29K |
| Asset Dedication, LLC | 0.00% | No change | 238 | $28K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -78.1% | 226 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 225 | $26K |
| Avion Wealth | 0.00% | No change | 216 | $25K |
| Country Trust Bank | 0.00% | No change | 209 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 206 | $24K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 205 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 204 | $24K |
| Friedenthal Financial | 0.01% | Add +12.2% | 202 | $24K |
| Biltmore Family Office, LLC | 0.00% | No change | 200 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $23K |
| Caitlin John, LLC | 0.01% | No change | 179 | $21K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -4.4% | 173 | $20K |
| First Horizon Corp. | 0.00% | No change | 173 | $20K |
| LRI Investments, LLC | 0.00% | No change | 171 | $20K |
| Planning Strategies Inc. | 0.01% | — | 169 | $20K |
| WealthCollab, LLC | 0.01% | New | 162 | $19K |
| Breakwater Investment Management | 0.01% | No change | 152 | $18K |
| Coston, McIsaac & Partners | 0.00% | Reduce -50.5% | 153 | $17K |
| WPG Advisers, LLC | 0.01% | No change | 142 | $17K |
| American National Bank & Trust | 0.00% | No change | 141 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 136 | $16K |
| Dunhill Financial, LLC | 0.00% | Reduce -61.9% | 136 | $16K |
| Walsh & Associates, LLC | 0.01% | No change | 135 | $16K |
| Copia Wealth Management | 0.01% | No change | 133 | $16K |
| Granite FO LLC | 0.01% | No change | 133 | $16K |
| Hartford Financial Management Inc. | 0.00% | New | 132 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -99.3% | 131 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 130 | $15K |
| Brooklyn FI, LLC | 0.00% | New | 130 | $15K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 127 | $15K |
| CENTRAL TRUST Co | 0.00% | New | 127 | $15K |
| Park Place Capital Corp | 0.00% | No change | 125 | $15K |
| Richardson Financial Services Inc. | 0.01% | No change | 118 | $14K |
| Lavaca Capital LLC | 0.00% | New | 114 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 108 | $13K |
| Provident Wealth Management, LLC | 0.00% | New | 100 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 99 | $12K |
| Go Invest LLC | 0.00% | Add +1.1% | 96 | $11K |
| Rothschild Investment LLC | 0.00% | Add +8.2% | 92 | $11K |
| Strategic Advocates LLC | 0.04% | No change | 91 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | New | 92 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 89 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 88 | $10K |
| Institute for Wealth Management, LLC. | 0.00% | New | 79 | $9K |
| Tompkins Financial Corp. | 0.00% | Reduce -89.8% | 79 | $9K |
| Winthrop Capital Management, LLC | 0.00% | No change | 73 | $9K |
| McDonald Partners LLC | 0.00% | New | 74 | $9K |
| LifeSteps Financial, Inc. | 0.00% | New | 68 | $8K |
| Allied Private Wealth LLC | 0.01% | — | 68 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -19.8% | 65 | $8K |
| Horizon Investments, LLC | 0.00% | Reduce -75.0% | 60 | $7K |
| Sunrise Financial Services, LLC | 0.00% | New | 57 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 57 | $7K |
| Synergy Investment Management, LLC | 0.00% | No change | 56 | $7K |
| Vanguard National Trust Co | 0.00% | No change | 55 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 55 | $6K |
| Caldwell Trust Co | 0.00% | Reduce -44.4% | 50 | $6K |
| Community Financial Services Group, LLC | 0.00% | New | 46 | $5K |
| Main Street Group, LTD | 0.00% | New | 41 | $5K |
| Bokf, NA | 0.00% | New | 36 | $4K |
| Prosperity Bancshares Inc | 0.00% | No change | 35 | $4K |
| Archer Investment Corp | 0.00% | No change | 34 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 32 | $4K |
| Capital Advisor Network LLC | 0.00% | No change | 31 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | No change | 28 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -13.8% | 25 | $3K |
| Downshift Financial, LLC | 0.00% | New | 24 | $3K |
| Albion Financial Group | 0.00% | No change | 24 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 19 | $2K |
| Smithfield Trust Co | 0.00% | No change | 14 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 15 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 13 | $2K |
| Key Capital Management, INC | 0.00% | New | 10 | $1K |
| Imprint Wealth LLC | 0.00% | No change | 9 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -91.4% | 8 | $940 |
| Integrity Financial Corp | 0.00% | No change | 8 | $940 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $936 |
| Vision Retirement, LLC | 0.00% | No change | 7 | $822 |
| Independence Bank of Kentucky | 0.00% | No change | 3 | $352 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.1% | 2 | $235 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $235 |
| Clearstead Trust, LLC | 0.00% | Reduce -99.7% | 2 | $235 |
"% of holder's portfolio" is IEI's weight in each manager's 13F, not the share of iShares 3-7 Year Treasury Bo the manager owns.